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PepsiCo
PEP

Overview Fund Activity

1,856 hedge funds and large institutions have $106B invested in PepsiCo in 2015 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 668 increasing their positions, 798 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,856
Holders Change
+104
Holders Change %
+5.94%
% of All Funds
48.74%
Holding in Top 10
270
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.53%
% of All Funds
7.09%
New
167
Increased
668
Reduced
798
Closed
40
Calls
$551M
Puts
$718M
Net Calls
-$167M
Net Calls Change
-$193M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$332M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$205M
3
BFA
BlackRock Fund Advisors
California
+$200M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$156M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$141M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$4.04B
2
Capital World Investors
Capital World Investors
California
-$375M
3
YAM
Yacktman Asset Management
Texas
-$343M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$235M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1401
Somerset Group
Minnesota
$878K – – –
VCP
1402
Vista Capital Partners
Oregon
$861K – – –
NFG
1403
Nations Financial Group
Iowa
$861K +$861K +8,616 New
Cetera Investment Advisers
1404
Cetera Investment Advisers
Illinois
$859K +$859K +8,576 New
TCM
1405
TD Capital Management
Tennessee
$857K – – –
CPA
1406
Court Place Advisors
Maryland
$855K -$2.7K -27 -0.3%
WA
1407
WealthTrust Axiom
Pennsylvania
$846K +$23.1K +231 +3%
CL
1408
Croft-Leominster
Maryland
$839K +$12.2K +122 +1%
WEC
1409
Winslow Evans & Crocker
Massachusetts
$831K -$130K -1,304 -14%
BA
1410
BKS Advisors
Michigan
$831K +$9.99K +100 +1%
OC
1411
Oakworth Capital
Alabama
$830K +$409K +4,094 +97%
BPM
1412
Bowling Portfolio Management
Ohio
$829K +$18.1K +181 +2%
BJL
1413
Brighton Jones LLC
Washington
$828K +$65.7K +658 +9%
RIM
1414
Regent Investment Management
Kentucky
$820K -$73K -730 -8%
BAM
1415
Berkshire Asset Management
Pennsylvania
$820K +$114K +1,145 +16%
VIMU
1416
Veritas Investment Management (UK)
United Kingdom
$819K – – –
MWM
1417
Modera Wealth Management
New Jersey
$817K +$178K +1,785 +28%
PFC
1418
Poplar Forest Capital
California
$815K – – –
EIA
1419
Edgemoor Investment Advisors
Maryland
$810K -$97K -970 -11%
BHTS
1420
Bar Harbor Trust Services
Maine
$804K – – –
ECM
1421
EagleClaw Capital Management
Massachusetts
$800K -$35K -350 -4%
CMANY
1422
Capital Management Associates (New York)
New York
$797K -$25K -250 -3%
BTNA
1423
Bremer Trust National Association
Minnesota
$796K +$24.9K +249 +3%
CBN
1424
Cadence Bank NA
Texas
$793K +$400 +4 +0.1%
CL
1425
Choreo LLC
Illinois
$793K +$117K +1,166 +17%
55 56
57
58 59